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Who they serve

Fee-only advisors for pre-retirees

Pre-retirees, typically five to ten years from exit, are running the last big wave of planning: Roth conversion window, late-career savings catchup, pre-Medicare healthcare bridging, concentrated-position unwinds, and the first long-term drawdown model.

By the numbers

The Wellspent public graph lists 2,926 fee-only financial advisors who work with pre-retirees at 1,343 firms, most in Houston, San Diego and Charlotte. 52% hold the CFP certification. Of the 2916 with fees on file, 87% charge percentage of assets.

Advisors listed
2,926
Firms
1,343
Cities
845
Hold the CFP
52%
  • Other credentials: CFA 8% · CPA 2% · EA 2%
  • How they charge (of 2916 with fees on file): percentage of assets 87% · fixed fees 41% · hourly 38% · ongoing planning fee 17%

Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

Advisors who work with pre-retirees

Fee-only advisors who work with pre-retirees: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Michael Durante Infiniti Wealth Management Brewster CFP Percentage of assets, Hourly
Michael Hampton Peterson Wealth Advisors Orem Not listed Ongoing planning fee
Michael Kelley Cornerstone Wealth Management Westlake CFP Percentage of assets, Hourly
Michael Miller Miller Premier Investment Planning Mansfield CFP Percentage of assets, Fixed fees
Michael Tyler Eagle Valley Wealth Management Vilonia CFA Flat fee or retainer, Ongoing planning fee
Mitchell Kahl Blue Chip Partners Farmington Hills Not listed Percentage of assets
Mitchell Moore Strong Wealth Colorado Springs Not listed Percentage of assets, One-time planning fee
Nancy Fellinger Sensible Money Pawleys Island CFP, ChFC Percentage of assets, Fixed fees
Nancy Von Stackelberg Radius Wealth Management Boston CFP Percentage of assets, Hourly
Nate Byers Everything we do—from planning to investing—is focused on helping pre‑retirees and retirees confidently navigate the retirement transition and create a dependable retirement income plan. Calculated Wealth Madison CPA Percentage of assets, Hourly
Nathan Deets Advisors Management Group La Crosse CFP Percentage of assets, Ongoing planning fee
Nicholas Bodily Amicus Financial Advisors Lehi CFP Percentage of assets, Hourly
Nicholas Kaplan Cornerstone Wealth Management Westlake CFP Percentage of assets, Hourly
Nihal Muzumdar Rubric Advisors San Francisco Not listed Percentage of assets, Hourly
Nino Pavan Financial Designs Claremont CFP Percentage of assets, Hourly
Noah Damsky Marina Wealth Advisors Los Angeles CFA Percentage of assets, Hourly
Nyle Bayer Up Capital Management Bulverde Not listed Percentage of assets, Hourly
Omar Dinar I work with a select group of professionals and business owners to make the complexities of their financial lives easy to understand. Riehl, Dinar & Associates Stamford Not listed Percentage of assets
Oscar Vives Ortiz Sensible Money Riverview CFP, PFS Percentage of assets, Fixed fees
Owen Bosworth Peak Retirement Planning Columbus Not listed Percentage of assets, Fixed fees
Parker Mayo Novare Capital Management Charlotte CFP Percentage of assets
Patrick Paxton truFP Cumming Not listed Percentage of assets, Ongoing planning fee
Paul Ruedi Ruedi Wealth Management Champaign CFP Percentage of assets
Paul Saunders Riverbend Wealth Management Myrtle Beach Not listed Percentage of assets
Pedro Gomez Brickell Financial Group Miami CFP Percentage of assets, Hourly
Peter Gaertner Roffman Miller Wealth Management Philadelphia CFP Percentage of assets
Peter Kim Brandywine Oak Private Wealth Kennett Square CFA Percentage of assets
Peter Landini RBP Investment Advisors Alamo CFP Percentage of assets, Hourly
Peter Messina ABG Consultants Cottonwood Heights CFP Percentage of assets, Hourly
Peter Shannon eBIS Phoenix CFP, CFA Percentage of assets, Hourly
Peter Thoms Sierra Wealth Strategies Coronado CFA Percentage of assets, Hourly
Peter Wolynski Helping people retire and save taxes. Calculated Wealth Madison Not listed Percentage of assets
Rachael Johnson Bernard & Johnson Pasadena CFP Percentage of assets, Hourly
Rainier Trinidad Parabolic Asset Management Coronado CFA Percentage of assets, Hourly
Rebecca Stapp Stapp Financial Olympia Not listed Percentage of assets
Richard Grbac Strategic Advisory Services Houston CFP Percentage of assets
Robert Deal LifeFocus Financial Advisors Walla Walla Not listed Percentage of assets, Ongoing planning fee
Robert Helgeland Curtis Wealth Management Henderson CFP Percentage of assets, Hourly
Robert Hofmann Roffman Miller Wealth Management Phialdelphia CFP Percentage of assets
Robert Riegen Roffman Miller Wealth Management Philadelphia CFP Percentage of assets
Ronald Sanders ONE Advisory Partners Overland Park Not listed Ongoing planning fee, Percentage of assets
Rose DeFrank WealthFD Conshohocken CFP Percentage of assets, Hourly
Ryan Cooper Verticus Advisors Sandy PFS Percentage of assets, Hourly
Ryan DiFabrizio WealthFD Conshohocken CFP Percentage of assets, Hourly
Ryan Key Pine Grove Financial Group Woodbury Not listed Percentage of assets
Ryan McCarthy McCarthy Asset Management Redwood Shores CFP Percentage of assets, Hourly
Ryan Repko Ruedi Wealth Management Champaign CFP Percentage of assets
Samantha Vicchiarelli Alexis Advisors Richmond ChFC Percentage of assets, Hourly
Samuel Heveroh Stonebridge Financial Group St. Louis CFP Percentage of assets, Hourly
Samuel Nordquist Peak Retirement Planning Columbus Not listed Percentage of assets, Fixed fees

Guides

Related lists

Specialties that serve pre-retirees